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Wal-Mart Stores shares owned by Aletheian Wealth Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Aletheian Wealth Advisors from 13F filings

Historical chart of Aletheian Wealth Advisors investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Aletheian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Aletheian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $356k 4.4k 80.75
2024-06-30 $298k 4.4k 67.71
2024-03-31 $227k 3.8k 60.17
2022-12-31 $344k 2.4k 141.79